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Pre conference masterclasses
25 February 2008
Conference:
Day 1
26th February 8am - 5:30pm
6:10pm Networking Cocktail Party
7:30pm Official Conference Gala Dinner
Day 2
27th February 8am - 5:30pm
Post Conference masterclasses28 February 2008
› Full conference programme
› Add this to my calendar
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Meet our speakers
Our speakers have a combined funds under management total in excess of AU$6 Trillion.
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David Neal
Chief Investment Officer
Future Fund
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David joined the Future Fund from Watson Wyatt Australia where he was Head of Investment Consulting. David started his career with Watson Wyatt in the United Kingdom and led the establishment of the firm’s investment consulting business in Australia. He is a graduate of Oxford University.
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Edward Grzybowski
Chief Investment Officer
TIAA-CREF
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Edward J. Grzybowski is Chief Investment Officer of TIAA-CREF. As Chief Investment Officer, Mr. Grzybowski is responsible for investment policy, strategy and oversight of the company’s more than $406 billion in assets under management.
Mr. Grzybowski brings over 25 years of experience to his role as CIO. He began his career at Oppenheimer & Company as an analyst and prior to employment at TIAA-CREF was Vice President, Portfolio Manager of Taxable Fixed-Income at Chubb Insurance. Mr. Grzybowski joined TIAA-CREF in 1987 as an Assistant Vice President with responsibilities for structured securities, and, after a series of promotions, was appointed group Managing Director in 1998 and assumed supervisory responsibilities of the mark to market fixed income accounts/funds, the short-term accounts/funds, bond lending, and the foreign currency and derivative trading unit. In 2003, Mr. Grzybowski was named head of Investment Services, the operational and processing unit within Investment Management.
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Jayesh Bhansali
Head of Derivatives Strategies and Trading
TIAA-CREF, USA
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Jayesh D. Bhansali is Head of Derivatives Strategies and Trading at TIAA-CREF Asset Management. He oversees and manages all derivative overlay activities including interest rate, currency, credit and equity derivatives. He is also responsible for asset liability management for TIAA Global Markets, Inc, a 100% owned subsidiary of TIAA. He joined TIAA-CREF in July 1996.
Prior to joining TIAA-CREF, Mr. Bhansali worked with Citicorp’s Analytics & Information Technology Solutions Group as a derivative specialist. Before that, he worked with J P Morgan’s Indian affiliate ICICI in the investment banking division. He has over 20 years of investment-related experience.
Mr. Bhansali has published on a variety of derivatives and investment-related topics in the Institutional Investors’ Journals and has contributed to the Counterparty Risk Management Policy Group’s report titled “Toward Greater Financial Stability: A Private Sector Perspective”. He has taught at the Columbia Business School, New York as an adjunct Professor of Finance.
He is a member of the CFA Institute®, New York Society of Security Analysts and the International Association of Financial Engineers.
He holds a Master’s Degree in Financial Engineering from Polytechnic University, New York and is also a Chartered Financial Analyst® (CFA®). Mr. Bhansali also holds a Bachelor’s degree (with Honors) in finance from University of Bombay and is a Chartered and Cost Accountant.
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Farouki Majeed
Senior Investment Officer
CalPERS, USA
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Farouki Majeed is the Senior Investment Officer, Asset Allocation, of the California Public Employees’ Retirement System (CalPERS). Farouki comes to CalPERS from the Abu Dhabi Retirement Pensions & Benefits Fund of the United Arab Emirates, where he served as the inaugural Chief Investment Officer since 2004. Majeed recommended asset allocation policy for the Abu Dhabi fund and established a global investment program. Previously, he was Deputy Director, Investments, for the Ohio Public Employee Retirement System from 2002 to 2004. He was Chief Investment Officer for the Orange Count Employees Retirement system from 1997 to 2002 and Investment Officer for the Minneapolis Employees Retirement Fund from 1991 - 1997. He began his investment career in 1980 with the National Development Bank of Sri Lanka, his homeland, and served in various investment and finance education positions in the United States.
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Robert Bertram
Executive Vice President
Ontario Teachers Pension Plan, Canada
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Robert Bertram has been responsible for the investment management of the Ontario Teachers’ Pension Plan since 1990. The Plan is an independent corporation responsible for investing $106 billion in assets and administering the pensions of Ontario’s 167,000 elementary and secondary school teachers and 104,000 retired teachers.
Mr. Bertram is a Chartered Financial Analyst and a graduate of the ICD Directors College. He holds an MBA from the University of Alberta. Mr. Bertram serves on the boards of The Cadillac Fairview Corporation Ltd., Maple Leaf Sports & Entertainment Ltd., the Institute of Corporate Directors, the Canadian Public Accountability Board, and the International Centre for Pension Management. He is a member of the CFA Institute, the Investment Advisory Committees of the Toronto Community Fund, and is a past chair of the Pension Investment Association of Canada
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Erik Valtonen
Chief Investment Officer
AP3, Sweden
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Chief Investment Officer at AP3 (3rd Swedish National Pension Fund, www.ap3.se ) with about € 22 bn under management. As CIO Erik has the responsibility of the overall risk and portfolio structure of the fund. He heads the Risk Management department which comprises two teams:
(I) the Risk allocation team which works in areas like ALM, portfolio modelling, manager structure and risk budgeting.
(II) the Risk Control team in charge of middle office functions like pricing and ex post analysis of performance and risk,
• Member of Executive Management Committee of the Fund.
• At AP3 since Spring 2000.
• 1995 – 2000: 5 years at Svenska Handelsbanken (SHB) spent in various research positions:
(I) 1998 - 2000: Head of Financial Research at SHB in Stockholm, heading a group of quantitative analysts in the fixed income/fixed income derivatives area
(II) 1997 - 1998: Senior Quantitative Analyst, SHB, London, working mainly with fixed income derivates
• PhD in Mathematics from Stockholm University in 1989 in the field of Algebra.
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Robert Walton
Chief Executive Officer
Claremont University Consortium, USA
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Bob Walton got his undergraduate and graduate degrees from the University of Texas at Austin, and spent a decade teaching at the Graduate School for Information Management at the University of Texas at Austin. In 1990, Bob became President and CEO of CLSI, Inc., a higher education related software firm in Cambridge, MA, concluding in the successful sale of the company on the Toronto stock exchange. In 1992, Bob moved to California where he took over as Executive Vice President and Chief Financial & Operating Officer for Innovative Interfaces, Inc., an international library & information management software firm, expanding its base of operations to 33 countries during the 90’s.
Bob moved from Innovative in 1998 to Ohio where he took the position of Vice President for Finance and Business at The College of Wooster. After 8 years as CFO at Wooster, Walton recently assumed the position of Chief Executive Officer (CEO) of the Claremont University Consortium. Claremont University Consortium (CUC) is the central coordinating and support organization for a highly regarded cluster of seven independent colleges known as The Claremont Colleges located in Southern California and includes Pomona College, founded in 1887; Claremont Graduate University, 1925; Scripps College, 1926: Claremont McKenna College, 1946; Harvey Mudd College, 1955; Pitzer College, 1963; and the Keck Graduate Institute for Applied Life Sciences, 1997. The Claremont Colleges have endowments valued at $2B under management. Bob also serves on the boards of the Seaman Corporation, an industrial fabrics manufacturer and as Chairman of iPost Corporation, an internet-focused high technology company based in San Francisco, CA.
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Roger Urwin
Global Head of Investment Consulting
Watson Wyatt, United Kingdom
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Roger graduated from Oxford University and qualified as a Fellow of the Institute of Actuaries in 1983. He worked as an investment consultant for Bacon and Woodrow and headed William Mercer's investment practice before joining Gartmore Investment Management in 1987, responsible for business development and quantitative investment. He joined Watson Wyatt as a partner in 1989 to head up the firm's investment consulting practice.
Roger has wide experience of investment matters having been both on the investment management and consulting side. He has responsibility for a number of the firm's major investment clients both in the UK and internationally advising them on all investment issues. He is the author of a number of papers on asset allocation policy and manager selection. He is on the Board of INQUIRE (the institute for quantitative investment research) and the Editorial Board of MSCI.
Roger is the Global Head of Investment Consulting and has a worldwide team of over 330 in his charge.
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Tony Cole
Business Leader
Mercer Investment Consulting, Asia-Pacific
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Tony Cole is Business Leader for Investment Consulting in Asia Pacific, he is a World Wide Partner of Mercer and a member of the Global Board for Investment Consulting. Tony and his team advise institutional investors, including superannuation funds, on the development of their investment programs.
Tony’s experience includes nearly 30 years in senior Federal Government economic posts. These included Principal Adviser to the then Treasurer, The Hon. Paul Keating, Deputy Secretary (Economic) to the Department of Prime Minister and Cabinet, and Secretary to the Treasury.
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Prof Gavin Brown
Vice-Chancellor and Principal
Mercer Investment Consulting, Asia-Pacific
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Gavin Brown became Professor of Pure Mathematics at UNSW in 1976. Winner of the Australian Mathematical Society Medal, former Vice-President of the Australian Academy of Science and member of the Australian Research Council, he has honorary degrees from St Andrews (1997) and Dundee (2004). Former Dean of Science at UNSW, Vice-Chancellor at Adelaide, he became Vice-Chancellor at Sydney in 1996.
During his tenure the University has increased research income by a factor of more than eight, has pursued an energetic building program and has invested in the broad student experience with outstanding International and Australian success in sport and debating.
Foundation Chair of the Go8 universities and past President of the AC21 international consortium, he is Chair of the Association of Pacific Rim Universities. Fellow of the Australian Institute of Management and Graduate of the Institute of Company Directors, Professor Brown serves in several capacities to promote the business/higher education interface.
In January 2006 he was appointed an Officer of the Order of Australia.
Professor Brown continues active mathematical research and in March 2007 he was elected a Corresponding Fellow of the Royal Society of Edinburgh.
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Dr. Doug McTaggart
Chief Executive
Queensland Investment Corporation
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Doug McTaggart is currently the Chief Executive Officer of QIC. QIC manages over $50 billion in assets for the Queensland Government and, increasingly, the private sector.
Dr McTaggart has held various positions as an academic economist. His last position was as Professor of Economics and Associate Dean at Bond University. Prior to joining QIC he was the Under Treasurer and Under Secretary of the Queensland Department of Treasury
He is currently a Councillor on the National Competition Council (NCC), and a Council Member of the Queensland University of Technology (QUT).
He is Immediate Past-Chairman of IFSA, has been President of the Economic Society, Australia and a member of the Australian Accounting Standards Board.
He holds an Honours Degree in Economics from the Australian National University, and a Masters Degree and PhD from the University of Chicago.
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Gerd Kremer
Managing Director
GLL Real Estate Partners
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A founding partner of GLL Real Estate Partners, Mr. Kremer has been both a Principal and Managing Director since its inception in 2000. GLL has grown rapidly to become one of Europe’s leading and fastest-growing independent institutional real estate investment management firms. For the 11 years prior to creating GLL, Mr Kremer was a senior executive with HypoVereinsBank Group (HVB), Germany´s second largest bank, where he worked in international banking and finance focused on the institutional sector. Gerd Kremer is widely credited as being one of the first to introduce international real estate funds to the German institutional market in the early 1990´s. He also managed the structuring and formation of a range of commingled real estate funds representing approximately € 4 billion in assets, including one of the very first funds dedicated to Central and Eastern European property investment. GLL today has 40 property professionals, located in Europe and the US. Generali, the Italian insurance giant, is a joint venture partner in the firm with majority ownership held by the management group, which include former executives from HVB and Lend Lease. GLL is recognized for its first class acquisitions of many landmark office buildings in the major city centres of France, Spain, Germany, Switzerland, Belgium, Hungary, Poland and Romania. GLL is currently raising its fifth commingled fund which will invest in Pan European property markets.
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Syd Bone
Chief Executive Officer
Victorian Funds Management Corporation
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Prior to joining VFMC, Mr Bone spent six years as Managing Director of the Asia-Pacific operations of Baring Asset Management, a member of the ING Group. Prior to that role, Mr Bone was a Principal at Towers Perrin where he worked for seventeen years, starting in Melbourne, then Hong Kong as Managing Director of Asia, and finally New York at Towers Perrin's International Consulting Office. His roles at Towers Perrin included both actuarial and asset consulting. Mr Bone holds a Bachelor of Commerce degree with Honours from the University of Melbourne, and is a Fellow of the Institute of Actuaries of Australia.
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Leo de Bever
Chief Investment Officer
Victorian Funds Management Corporation
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Before joining VFMC, Leo spent the last two years as EVP Global Investment Management of Manulife Financial, the largest Canadian based insurer with worldwide assets of $90 billion. Prior to this he spent ten years as SVP Research and Economics at the now $96 billion Ontario Teachers Provident Plan Board with responsibility for long term investment strategy, risk management and real assets including infrastructure, timberland and commodities. Previously in his long career, Leo held Chief Economist roles at Nomura Canada, Crown Life and Chase Econometrics, and was also Chief Forecaster at the Bank of Canada. Leo is a Ph. D. in Economics from the University of Wisconsin. He is a sought after speaker at conferences, expert witness and advisor, and a prolific author on investment and pension fund issues.
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Sean Henaghan
Investment Director, International and Future Directions Fund
AMP Capital Investors
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Sean joins AMP Capital from Watson Wyatt where he gained more than 10 years of experience in senior investment consulting roles in Australia, the UK and Hong Kong. Most recently, Sean held the position of Director of Investment Manager Research for Watson Wyatt.
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Helga Birgden
Head of Responsible Investment, Asia Pacific
Mercer
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Helga is the leader of Mercer’s Responsible Investment business in the Asia Pacific. Helga provides clients with advice on formulating RI policies and integrating them into their investment programs. She also undertakes research into regional RI-specific investment management products, and assesses the extent to which mainstream fund managers’ vote, engage and assess environmental, social and corporate governance issues in the region. Helga also works with the wider RI team on global RI projects.
She has more than 10 years experience in working with pension funds and other asset managers on voting, corporate engagement and regulatory reform in key markets nationally and globally. Her most recent role was Manager of Governance and Sustainable Investment at UniSuper, one of Australia’s largest superannuation funds, where she developed and managed the fund’s investment governance policies and sustainable investment program.
Helga holds a Master of Enterprise Innovation (Business) from the leading finance programme at Swinburne University/Ernst & Young
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Janet Torney
Chief Executive
Qantas Superannuation Limited
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Janet Torney is Chief Executive of Qantas Superannuation Limited, assuming this role in August 2007. She has over 25 years experience in the financial services industry, including superannuation, investment consulting and strategic advice, funds management and economic research and analysis. The Qantas Superannuation Plan size is AU$6.5 billion.
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Tobias Buecheler
Chief Investment Officer
Allianz Australia Insurance
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Management of insurance portfolio of AU$5.4b: Definition of investment strategy setting (SAA), asset manager selection and investment monitoring.
• Definition of new investment process for Allianz Australia: Risk Appetite, Strategic Asset Allocation, Tactical Asset Allocation
• Comprehensive restructuring of investment portfolio
• Implementation of new Strategic Asset Allocation tools
• Enhancement of investment monitoring and reporting process including introduction of enhanced IT framework
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Mark ten Hove
Group General Manager, Investments
QBE Insurance
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Mr ten Hove joined QBE in 1999 as Group Investment Manager, after working as Chief Investment Officer at OCBC Asset Management Limited in Singapore from January 1997 until joining QBE. He has over seventeen years experience in funds’ management including with Bankers Trust in Hong Kong and Singapore in 1994 and 1995 and Thornton Investment Management (Dresdner Bank Group) in Hong Kong between 1989 and 1994.
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Dr. Michael Strachan
Chief Investment Officer
Equipsuper
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Michael is Chief Investment Officer of Equipsuper and is responsible for all investment related matters, including: the management of the internal Australian equities, fixed interest and property portfolios; the appointment and management of the external investment managers; managing the relationship with the Fund’s Asset Consultant and Custodian, and ensuring regulatory compliance. Michael was previously the Chief Investment Officer of both the Rio Tinto Staff Superannuation Fund and Comalco New Zealand Retirement Fund. He has also been Head of Diversified Funds and International Equities at INVESCO and held senior investment management positions at County Investment Management. Michael has a BSc (Hons) PhD from the University of Melbourne and an MBA with Distinction from Melbourne Business School.
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Tim Hughes
Chief Investment Officer
Catholic Super
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Tim Hughes is Chief Investment Officer of the Catholic Superannuation Fund. He also advises the Non Government Schools Superannution Fund on investment strategy and portfolio structuring and is an economics and finance columnist for the Brisbane Courier-Mail.
He was previously Chief Investment Officer at Rothschild Australia before running his own fixed income and asset allocation boutique for eight years.
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Andrew Killen
Chief Investment Officer
TWUSUPER
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Andrew is responsible for developing and implementing the Fund's long-term investment objectives to achieve the best possible investment performance Andrew brings with him over 30 years of experience in investment and actuarial disciplines. TWUSUPER has AU$2 billion in assets.
Andrew brings with him over 30 years of experience in investment and actuarial disciplines. For the last four years, he has been a senior asset consultant with the Russell Investment Group. Covering corporate, government and industry superannuation, Andrew is well placed to fulfill his new responsibilities as CIO.
Andrew is an Associate with the Institute of Actuaries of Australia and holds a Bachelor of Economics majoring in Economic Statistics with Monash University. Andrew also holds a Graduate Diploma in Computing with Victoria College and a Graduate Diploma in Applied Finance and Investments
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Frances Magill
Chief Executive Officer
Statewide Superannuation Trust
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Frances has been Chief Executive Officer of one of South Australia’s largest private sector superannuation fund for over 16 years. Frances has led the organisation from its humble beginnings to providing superannuation services to over 150,000 people and businesses. Under Frances’ stewardship, the Fund has grown to AU$2 billion.
Frances is also a Director of FEAL (Fund Executive Association Limited), a Rotarian and was the first female President of the Rotary Club of Thebarton, a Fellow of the National Institute of Accountants, Justice of the Peace, a Member of the Institute of Company Directors, an Associate Member of the Company Secretaries Association, a Board Member of the Racing Industry Advisory Council of SA and Duke of Edinburgh’s Awards Committee Member (South Australia).
Frances has been awarded the Centenary Medal for Services to the Community and Statewide Superannuation Trust.
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David O’Sullivan
Chief Executive Officer
BUSS(Q)
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David joined BUSS(Q) in January 2005and is responsible for the overall Fund management and in particular, the Fund’s investment strategy. David has spent his whole career in superannuation and now has 30 years industry experience.
Prior to joining BUSS(Q) David worked as a consultant to superannuation fund trustees and employers across a range of superannuation disciplines. During this period he was employed by Mercer, Mellon and Sedgwick Noble Lowndes.
BUSS(Q) is a Queensland based industry fund covering workers in the building and construction industry. The Fund has some 85,000 members and assets of $1.2 billion.
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David Cannings
General Manager, Investment Services
Anglican Church, Diocese of Sydney
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David’s role within the church is to oversee the investment of the churches endowment and other funds. He has had about 20 years of industry experience working with a number of larger providers of financial services as well as a smaller financial planning organisation.
In addition to his role at the church, David is also a trustee of the churches superannuation fund and sits on the AMP Ethics Committee.
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Ross Bernays
Chief Executive Officer
Health Industry Plan
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Ross Bernays, Chief Executive Officer, Health Industry Plan (HIP), although looks can be deceiving, has over 30 years experience in the superannuation industry.
Firstly, with an extended career in NSW Public Sector superannuation before moving to REST Superannuation (Australia’s largest superannuation fund by members) as Customer Service and Marketing Manager. For the past 5 years he has led HIP, a renowned leader in innovative investment structures and member deliverables.
At HIP, with 30,000 members and $450m in FUM, he has wrestled with the challenge delivery of differentiation and superior member results in comparison to the larger industry fund and retial options.
HIP has met these challenges, from an investment point of view by the engagement of a range alternative investments and a more stringent categorisation of these investments. Pivotal was the more appropriate placement of these investments within the Funds growth and defensive asset classes. This has been done to remove a good deal of the direct correlation with Australian and international equity markets and to produce a sharper edge to the Fund’s Investment performance.
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Jeffrey Bresnahan
Managing Director
SuperRatings
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With over 25 years superannuation industry experience Jeff founded SuperRatings in late 2002. Since then, he has led the introduction of several industry firsts including:
• The introduction of fund ratings to the superannuation industry in 2002
• Australia’s first and now leading Fund Level Performance Survey in 2003
• Australia’s most comprehensive and leading Fund Benchmarking Service in 2003
• Australia’s first complete web-based superannuation research hub in late 2005
SuperRatings clients now include superannuation funds from all sectors, government agencies, the Financial Planning Industry and suppliers to the industry such as fund administrators and asset consultants.
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Janice Sengupta
Principal, Investment Consulting
Aon Investment Consulting
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Janice has worked for ING, ipac, MLC’s ThreeSixty and Godfrey Pembroke, and before moving to Australia in 1995, she managed fixed income portfolios for pension clients. Her earlier roles in Canada included economic research with London Life and lecturing in economics at University of Western Ontario.
Janice holds a Master’s in econometrics from University of Illinois, Chicago and graduated magna cum laude Bachelor of Science in Economics and Mathematics, Utah State University; Janice pursued in PhD studies at the State University of New York, and is a member of the CFA Institute.
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Andrew Lill
Director of Investment Consulting
Russell Investment Group
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Andrew Lill is director of consulting for Russell Investment Group in Australia. He was appointed to this role in 2005. Previously a senior consultant in Russell’s Sydney office for 3 years, Andrew has over 12 years experience working as a specialist investment consultant in both the U.K. and latterly in Australia. Andrew has great experience in advising a wide range of institutional clients on all aspects of their investment programs with his particular skills including asset liability modelling and investment manager selection. While working in Australia, his clients have tended to be large government superannuation and insurance funds, plus a variety of corporate superannuation funds of different sizes.
Prior to joining Russell's Sydney office in 2002, Andrew was a partner of U.K. actuarial consultancy group, Lane Clark and Peacock (LCP) in London, England. During the five years he worked for LCP, Andrew worked as client director to a wide range of institutional clients with assets between £100 million and £500 million. An important position held by Andrew in this time was head of manager research, a role that increased in responsibility as LCP launched multi-manager funds in the U.K. market.
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Glenn Langton
Principal
GCL Consulting
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Glenn has had over 25 years of experience in the superannuation and investment consulting industry. He has had senior roles at Mercer, Coopers & Lybrand (now PriceWaterhouseCoopers), Buck Consultants and Rice Walker Actuaries. He also was National Manager, Client Service with ING Investment Management from 2000 to 2003.
Glenn is currently a Principal at GCL Consulting, a small firm of consultants providing superannuation and investment consulting advice.
During Glenn’s career he has provided asset consulting advice to a wide range of clients both in the public and private sector. He therefore has extensive experience in working with clients in identifying their investment needs and developing investment solutions that meet these needs. He also has been involved in the review and analysis of investment managers in the Australian market for over 20 years.
During the three years that Glenn worked with ING Investment Management he was involved in the analysis of ING’s investment processes and communicating these processes to clients. He was also involved in developing and running a Socially Responsible investment vehicle. During this period, Glenn was also involved in the expansion of the ING Investment Management Implemented Investment products into the wholesale investment market.
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David Lee
Principal
Mercer Investment Consulting
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David is a Principal at the Melbourne office of Mercer Investment Consulting. He is responsible for servicing a number of key clients and developing investment solutions involving alternative assets.
David brings with him over 25 years experience in a wide range of asset consulting assignments for major Australian, New Zealand and Asian superannuation funds and other financial institutions. Prior to joining Mercer, David was Managing Director, Global Strategic Services for Citigroup Asset Management, located in New York and then London
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John Evans
Associate Professor of Actuarial Studies
University of New South Wales
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John Evans is an Associate Professor in the Australian School of Business at the University of New South Wales, a member of the Board of the New Zealand Superannuation Fund, a director of a listed investment company and chairs two Compliance Committees for Australian institutions.
John is involved with both academic issues relating to the financial sector and their application.
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Donald Amstad
Head of Fixed Income - Asia
Aberdeen Asset Management
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Donald Amstad is head of fixed income for Asia, a role he assumed in March 2007. He is responsible both for fixed income assets managed in Asia and for representing the group's fixed income expertise to clients in the region. He joined from JP Morgan Asset Management in London, where he was a senior fixed income manager looking after central bank portfolios. This followed various posts in fixed income -- mainly in product management or sales -- with Bank of America, JP Morgan Securities and Nomura International which he joined shortly after graduation. Donald holds a BA in PPE from Trinity College, Oxford.
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Neil Brown
Head of Global Capital Markets
Allco Finance Group
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Neil Brown joined Allco Finance Group in September 2007 as Head of Global Capital Markets. In that role, Neil is responsible for product creation and debt and equity funding solutions across the group.
Prior to Allco, Neil Brown was Global Head of Sales, Product & Client Services and Managing Director at Citigroup Alternative Investments (CAI). In that role, Neil led a team spread from Mexico City to Tokyo, responsible for Product Sales, Product Development, Group Marketing, the Research function and Client Service across CAI’s global business. He was an active presenter at a range of industry forums and worked with clients across the globe. Before taking that position, Mr. Brown had been Global Head of Private Bank Sales and Head of European Institutional Sales for Citigroup Alternative Investments, based in London.
Prior to joining Citigroup, Neil was a Manager for The Boston Consulting Group (BCG) in Melbourne, Australia, where he worked with major financial services clients in the Asia-Pacific region on issues of strategic importance. During his five-year career at BCG, he was based in both the Melbourne and New York offices. He was a senior member of BCG's worldwide Financial Services practice, contributing to external papers, presenting at conferences and consulting to clients worldwide. He also conducted major strategic reviews for clients in the public sector, manufacturing and in telecommunications.
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Jamie Perrett
Senior Index Design Executive
FTSE
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Jamie Perrett is a member of FTSE’s Research and Development Department. His main role is the design and creation of new indices for exchanges, institutions, and plan sponsors worldwide.
Jamie has worked on a number of key FTSE projects including the design and implementation of FTSE Currency Hedge Indices for the Hong Kong Mandatory Funds, the FTSE/Xinhua Index Series, and the FTSE JSE Index Series. Jamie has also managed and designed the FTSE Global Style Index Series, the FTSE ISS Corporate Governance Index Series, and the FTSE Global Sectors. He has also been closely involved with the consultation and development of the custom index capability within FTSE.
Before joining FTSE Group, Jamie successfully completed a BSc (Hons) International Business Economics degree at Lancaster University.
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Mark Sladden
Fund Executive
MasterSuper
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Appointed Fund Secretary and Company appointed Director of MSF (covering $500M of assets and 12,000 members – drawn from 3 listed companies, retained and pension members). He also assists Trustees in setting investment objectives and strategies, reserving strategies, appointing and monitoring investment managers.
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Anthony Limbrick
Chairman
New Zealand Absolute Return Association (NZARA)
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Anthony Limbrick is Chairman and Chief Investment Officer of Pure Capital, a quantitative investment manager providing bespoke portfolio solutions for wholesale market participants with pervasive beta or gap risk issues. Pure Capital also has a range of Japan-only returns-based products.
Mr Limbrick has 18 years experience in the financial markets working for a variety of global financial organizations including Deutsche Bank (formerly Bain & Co.) and HSBC in Sydney, Calyon (formerly Credit Lyonnais) in Tokyo, and Bank of New Zealand in Wellington.
Mr Limbrick is a Director and member of the Investment Committee of 36 South Investment Managers Limited, a hedge fund management company that specializes in “tail risk” long volatility funds. He is also Chairman of the New Zealand Absolute Return Association (NZARA), the New Zealand organization representing the alternative investment management industry in New Zealand.
Mr Limbrick has a Master of Applied Finance degree from Sydney’s Macquarie University.
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Paul Dyer
Chief Investment Officer
New Zealand Superfund
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CIO of New Zealand’s biggest super fund, Paul is a well-known figure in the institutional investment scene. He joined NZSF in April 2004 after eight years with AMP Capital Investors, most recently as CIO. Prior to AMP Capital, Paul was director, strategy at SBC Warburg (Australia). He has also held positions as chief economist with Buttle Wilson, and economist with the New Zealand Treasury.
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Oriel Morrison
Anchor, Trading Matters, Australia This Week
CNBC Asia
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Oriel Morrison is a CNBC Anchor, based in Sydney Australia, anchoring Trading Matters (Mondays to Thursdays 5:00pm – 5:30pm SYD time) and Australia This Week (Friday 5:00pm – 5:30pm SYD time). She also provides special reports on breaking business stories, live market updates and premier on the ground business events from Australia.
One of Australia’s most prolific business journalists, Oriel Morrison has almost a decade of business and financial news reporting experience. She joins CNBC from Bloomberg, were she was a reporter and producer for Bloomberg Television News and Bloomberg Radio. Prior to that, she was with the Nine Network as one of the presenters of the Today Show and Business Sunday. Oriel also regularly anchored Qantas National Nine News and National Nine News updates.
She has also been a regular Anchor for Sky Business News and produced and presented news for various Channel 7 news programs.
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Charlie Shaffer
Managing Director, Product Manager – Extended Equity
Merrill Lynch
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Mr. Shaffer is a Managing Director at Merrill Lynch and the Product Manager for 130/30 and extended equity products. Mr. Shaffer joined Merrill Lynch in 2005 as the Global Head of Transition Management. Prior to joining Merrill Lynch, Mr. Shaffer was the Global Head of Transition Management at Deutsche Bank from 2001-2005. At Deutsche Bank, Mr. Shaffer was responsible for transition management marketing, technology, execution, and compliance. Prior to joining Deutsche Bank, Mr. Shaffer worked in the Global Pensions Group at Morgan Stanley from 1993-1999. At Morgan Stanley, Mr. Shaffer helped build the transition business and was responsible for marketing to U.S. pension plans. Prior to Morgan Stanley, Mr. Shaffer was an Associate with Securities law expertise at the law firm of Parker, Hudson, Rainier and Dobbs in Atlanta Ga.
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WEE, Sin Tho
Chief Investment Officer
National University of Singapore
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Currently the Chief Strategist, Endowment Programme of the National University of Singapore. He is also a Director of two public companies listed on the Singapore Stock Exchange, namely, Keppel Telecommunication & Transport Limited and Hwa Hong Corporation Limited. Earlier in his career, he had served as Chief Executive Officer or Managing Director of publicly listed companies in Singapore and Malaysia engaged in financial services and real estate businesses. He graduated from University of Singapore with Honours in Bachelor of Social Sciences (major in Economics) in 1969/70.
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Robert Johnson
Chaiman, Investment Management Committee
University of Melbourne
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Robert Johanson has worked at Grant Samuel since 1993 and is
responsible for its Melbourne office. He has 25 years’ experience in
corporate finance and investment banking. He has been involved in a wide
variety of merger and acquisition transactions for leading corporations. He
has also acted in managing equity and debt raisings and restructurings,
valuations and asset and business sales and acquisitions. Robert had
previously worked as a solicitor, as a law lecturer, in the corporate division
of Macquarie Bank and as a consultant to mining and finance businesses.
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